Don’t Flunk Out by Ignoring 529 Prospects

College savings programs are often seen as more trouble than they’re worth for advisors. However, that point of view may be shortsighted.

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401(k) Providers Giving Misleading Advice

Senator Tom Harkin of Iowa

A recent Government Accountability Office report maintains that 401(k) providers are offering misleading advice to plan participants regarding IRA rollover options. This development offers advisors an attractive opportunity to grow their business by helping employees who are leaving their employers better manage retirement assets.

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